Robert Szuch
Robert Szuch is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Ada, OH, with 42 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
520 E. Montford Ave, Ada, OH, 45810
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2010Other Business Activities
Robert is a co-owner and partner with his son in Avalon Del. Group since 2013 and 2019, respectively. He spends minimal time on these activities, primarily mowing the yard and owning 50% of the building.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Robert Thomas Securities, INCBroker
The Ohio CompanyBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Ids Financial Services INC.Broker
State Registrations22 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.